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Financial Planning & Wealth Management

Helping You Understand, Protect, Grow, Value And Share Your Assets - And Your Legacy.

The Davis Financial Group provides a unique, fee for service financial planning program that pulls all the financial pieces of your life together into a comprehensive plan that focuses investment, legal, tax, insurance and estate matters in a way that aligns both the empirical data, and your emotions around these issues, to help direct you toward decisions that are truly “right” – for you.

Financial Planning

Fee-based financial planning is at the heart of everything we do at the Davis Financial Group. Our plans illustrate goals and objectives, show hypothetical results of various decision-making scenarios, and provide specific recommendations for action.

Beyond The Plan

The plans we develop are dynamic, and are only as good as the extent to which they are monitored carefully and updated over time. As such, we see planning as an ongoing effort and not a one-and- done initiative.

Wealth Management

We believe investment management is synonymous with the implementation of a comprehensive plan that helps clients protect what they have, grow it appropriately, and share and distribute it during their lifetimes and afterward in ways that reflect their values.

Insurance Services

Protecting yourself, your loved ones, your business and your other assets against unexpected events is a foundation of financial planning. Evaluating risks and determining the proper insurance coverage to mitigate those risks is an essential part of our planning process.

OUR AREAS of SPECIALIZED EXPERTISE


Business
Planning

As long-time entrepreneurs, we have specialized skills and services to help business owners plan, coordinate and maximize their finances.

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Socially Responsible
Investing

Providing a wide array of SRI options to help clients align their progressive values and their investments without sacrificing performance.

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Philanthropic
Planning

Helping clients surface their capacity to realize their philanthropic intentions both during and beyond their lifetime.

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